Latest Institutional Transactions on Principal Real Estate Income Fund (PGZ)
This table provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80New |
$681 - $762
|
80
$829
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19.5KNew |
$176K - $191K
|
19.5K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
8.6K+ 19.8% |
$77.5K - $84.4K
|
52K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 98.72% |
$123K - $134K
|
177
$1.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.81K- 71.99% |
$25.3K - $27.6K
|
1.09K
$11.3K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 44.67% |
$160K - $169K
|
21.5K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
360New |
$3.31K - $3.5K
|
360
$3.73K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7K+ 46.67% |
$65.4K - $82.7K
|
22K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-181- 36.13% |
$1.69K - $2.14K
|
320
$3.32K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24.1KNew |
$225K - $285K
|
24.1K
$250K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.5KNew |
$117K - $148K
|
12.5K
$130K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.81K- 13.69% |
$39.4K - $43.6K
|
24K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.14KNew |
$63.5K - $70.2K
|
6.14K
$63.6K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$5.49K - $7.06K
|
500
$5.18K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
75New |
$823 - $1.06K
|
75
$777
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.37K+ 2.89% |
$36.9K - $47.5K
|
120K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245New |
$2.69K - $3.46K
|
245
$2.54K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
485New |
$5.88K - $7.64K
|
485
$5.02K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-16.6KClosed |
$201K - $261K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750Closed |
$9.09K - $11.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
807New |
$9.78K - $12.7K
|
807
$8.36K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
SELL
|
- |
-4.15KClosed |
$59.6K - $66.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25.5KClosed |
$366K - $408K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.93KClosed |
$99.6K - $111K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
2.5KNew |
$35.9K - $40K
|
2.5K
$25.9K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-2KClosed |
$29.9K - $31.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-116KClosed |
$1.73M - $1.85M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.32KClosed |
$19.7K - $21.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1New |
$14.7 - $16.1
|
1
$10.4
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-14.8KClosed |
$200K - $237K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.4KClosed |
$181K - $215K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3KClosed |
$152K - $181K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$13.5K - $16.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.5KClosed |
$20.3K - $24.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-30Closed |
$360 - $409
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.2KClosed |
$210K - $271K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16.7KClosed |
$158K - $204K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 99.39% |
$1.55K - $2K
|
1
$10.4
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-20KClosed |
$189K - $244K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.67KClosed |
$25.3K - $32.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-63.4KClosed |
$678K - $779K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.44KClosed |
$26.1K - $30K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.85KClosed |
$41.2K - $47.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-18.1KClosed |
$194K - $223K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-325- 1.99% |
$3.47K - $3.99K
|
16K
$166K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-400Closed |
$4.42K - $5.36K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.69KClosed |
$73.8K - $146K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-425Closed |
$4.69K - $9.3K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.45KClosed |
$15.9K - $31.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-149Closed |
$3.01K - $3.19K
|
0
$0
|
|